The best Wall Street analysts are optimistic about the long -term potential of these actions

Worrying economic data, weak feelings of the consumer and fears of rates contributed to a rock trip for stocks in February, with the S&P 500 losing 1.4% during the month.

Investors must choose shares of companies that can withstand these short -term pressures and capture growth opportunities to offer long -term attractive yields. To this end, the recommendations of the best Wall Street analysts are useful, since they are based on the in -depth analysis of the strengths, challenges and growth perspectives of a company.

With that in mind, here are three actions favored by The best street professionalsAccording to Tipranks, a platform that classifies analysts based on their past performance.

Reservations

First it is Reservations (BKNG), one of the main online travel agents. The company delivered results of the fourth quarter of market reduction, thanks to the strong travel demand. Booking Holdings is investing in its business to boost long -term growth through several initiatives, including the implementation of generative artificial intelligence technology to improve the value it provides to travelers and their partners.

In reaction to stellar results, Evercore Analyst Mark Mahaney He reiterated a purchase rating in BKNG shares and increased the target price to $ 5,500 of $ 5,300. The analyst said that the solid rhythm of the company’s fourth quarter was forcibly driven in all geographical and vertical travel markets. He also stressed that BKNG’s foundations improved in all areas, with key metrics such as reservations, income and growth of room nights that accelerate in the quarter.

In fact, Mahaney said that despite being more than twice larger than Airbnb And three times bigger than Expedia In terms of room nights, BKNG reserves, room revenues and nights grew faster than these two rivals in the fourth quarter of 2024. Given its mass scale, higher growth, a very high margin and a highly experienced management team, the analyst considers that BKNG is the online travel action of the highest quality.

“And we continue to see BKNG as a reasonable price, with sustainable EPS growth and premium (15%), a substantial generation of FCF (free cash flow) and a clear execution history,” Mahaney said.

In general, Mahaney is confident that BKNG can maintain its long -term objective of an 8% growth in reserves and income and a 15% growth in EPS. It also feels encouraged by the strategic investments of several years of BKNG in marketing, flights, payments, connected trips and generative AI, as well as growing traffic to the company’s site.

Mahaney occupies the number 26 among more than 9,400 analysts tracked by Tipranks. Its qualifications have been profitable 61% of the time, delivering an average yield of 27.3%. See Holdings stock graphics reserve In Tipranks.

Visa

The second selection of shares is the giant for payment processing Visa (V). In the Investor Day event held on February 20, the company discussed its growth strategy and the income opportunity in its added value services (VAS) and other companies.

After the event, BMO Capital Analyst Rufus Hone He reaffirmed a purchase rating in visa shares with an objective price of $ 370. The analyst declared that the event helped address many investors’ concerns, such as the remaining track in consumer payments and the company’s capacity to maintain high adolescence growth in Vas.

The analyst highlighted the management comment about the important remaining clue in consumer payments. Specifically, the company estimates a volume opportunity of $ 41 billion in consumer payments, of which $ 23 billion are currently neglected by the existing payment infrastructure.

When commenting on Vas’s business, Hone said the company offered significant information about its Vas business. In particular, Visa projects a long -term income growth in the range of 9% to 12% and awaits a continuous change in its combination of income in the commercial movement and money money solutions (CMS) and the companies are going, which will compensate for the expected moderation in the growth of consumer payments. Visa expects CMS and you will contribute more than 50% of your total income over time, compared to approximately one third in fiscal year 2014.

Finally, Hone sees visa actions as a central possession within the financial space of the United States. “We continue to believe that Visa will maintain the growth of the two -digit line in the predictable future (consensus ~ 10% growth),” concluded the analyst.

Hone occupies the number 543 among more than 9,400 analysts tracked by Tipranks. Its qualifications have succeeded 76% of the time, delivering an average yield of 16.7%. See Visa Coverage Fund Activity In Tipranks.

CYBARK SOFTWARE

The third action on this week’s list is CYBARK SOFTWARE (Cybr). The company recently announced solid results of the fourth quarter of 2024, which reflects a strong demand for its identity safety solutions. On February 24, the company celebrated its investor Day event to discuss its performance and growth prospects.

After investor day, Baird analyst Shrenik Kothari He reiterated a purchase rating in CYBR shares and increased the target price to $ 465 from $ 455. The analyst declared that the event reinforced the domain of the company in the cybersecurity space. Specifically, Cyberark now sees a total directable market (TAM) of $ 80 billion, which reflects a remarkable leap from the previous estimate of $ 60 billion.

Kothari explained that the expansion in the CYBARK TAM is promoted by the demand for machine identity solutions, safety promoted by AI and modern identity government and administration solutions (IGA). The analyst said that the increase of 45 times in the identities of the machines compared to human identities has created a large security gap, which Cyberark is well positioned to capture Its acquisition of Venafi.

In addition, the company’s safety acquisition is helping to address the need for modern IgA solutions. Upon reaching the safety needs promoted by AI, Kothari highlighted Cybark’s innovation, especially the launch of Cora AI.

Kothari added that the management points to annual recurring income of $ 2.3 billion and a margin of free cash flow of 27% by 2028, backed by the platform consolidation trends. “Deep Business Execution/Business Channel discipline should maintain CYBR’s long -term growth trajectory, in our opinion,” said the analyst.

Kothari occupies the number 78 among more than 9,400 analysts tracked by Tipranks. Its qualifications have been profitable 74% of the time, delivering an average yield of 27.7%. See CYBARK SOFTWARE PROPERTY STRUCTURE In Tipranks.